Dimensional US Core Equity Market ETF $DFAU Shares Sold by Heirloom Wealth Management

Heirloom Wealth Management reduced its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 95.5% during the 3rd quarter, Holdings Channel.com reports. The firm owned 6,771 shares of the company’s stock after selling 145,173 shares during the quarter. Heirloom Wealth Management’s holdings in Dimensional US Core Equity Market ETF were worth $310,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of DFAU. SJS Investment Consulting Inc. acquired a new stake in shares of Dimensional US Core Equity Market ETF during the third quarter worth $55,000. Salomon & Ludwin LLC purchased a new position in Dimensional US Core Equity Market ETF during the third quarter worth about $139,000. Bank of Montreal Can boosted its stake in Dimensional US Core Equity Market ETF by 297.6% in the 2nd quarter. Bank of Montreal Can now owns 3,193 shares of the company’s stock worth $135,000 after buying an additional 2,390 shares during the last quarter. B.O.S.S. Retirement Advisors LLC acquired a new stake in Dimensional US Core Equity Market ETF in the 3rd quarter worth about $209,000. Finally, Promus Capital LLC purchased a new stake in Dimensional US Core Equity Market ETF in the 2nd quarter valued at about $195,000.

Dimensional US Core Equity Market ETF Price Performance

NYSEARCA DFAU opened at $47.29 on Tuesday. The company has a market cap of $10.47 billion, a P/E ratio of 23.25 and a beta of 1.00. Dimensional US Core Equity Market ETF has a 12 month low of $33.06 and a 12 month high of $48.36. The company has a 50-day moving average of $47.45 and a 200-day moving average of $46.26.

Dimensional US Core Equity Market ETF Profile

The Dimensional US Core Equity Market ETF (DFAU) is an exchange-traded fund that is based on the Russell 3000 index. The fund actively selects US equities of all sizes with a tilt toward small-cap companies, seeking to provide long-term capital appreciation. DFAU was launched on Nov 17, 2020 and is managed by Dimensional.